WE HELP FINANCIAL SERVICES BUSINESSES BUILD THEIR OWN OFFSHORE TEAM

Scale, grow and increase your profits (without working harder)

Do you run a Financial Services business in Australia or the UK?

Stop working such long hours
and start growing your profits!

Operating a financial services business can be hugely fulfilling, but you need to build a future for yourself as well as your clients.

If you are overwhelmed with work and still finding it hard to build your profits, we are here to help.

5 ELK specialises in helping Australian and UK-based financial services businesses, such as financial advice firms and general insurance brokerages, to establish and operate a remote team that will save time and money.

Work with us to redefine your business and supercharge your productivity. We provide a purpose-made service to help you achieve your business goals.

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OFFSHORE WITH A FULLY TRAINED REMOTE WORKER

Our offshoring service matches your Australian or UK business with a well-trained team member who can do the heavy lifting and will help you grow.

Contact us today

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Challenge #1

Business Bottlenecks

Are you working all hours of the day and night but still never getting on top of things?

When you become the roadblock in your business, it’s time to start delegating the tasks that don’t require your top level skills.

Let us help you find the right people to unblock your business through offshoring, so you can focus on more profit-generating tasks.

I am completely loving the outsourcing solution offered by 5 ELK. They recruited and trained a lovely new team member for me who has now taken over many of the tasks and at a fraction of the cost, allowing me to put on a new adviser to further grow my business. They took all the pressure of training off me and found someone that truly suits how we do business. The ongoing education options for the staff is also brilliant and super helpful. I can’t recommend Danielle and the team enough.

Amanda Cassar

Wealth Planning Partners

Challenge #2

Hiring Headaches

The cost of recruiting and paying high-quality staff in Australia and the UK has never been higher. It has also never been harder to find good back-office people for your financial services business.

At 5 ELK, we regularly attract a long list of highly skilled candidates for businesses like yours. For a fraction of the cost of a local equivalent, we can help you find an excellent new team member who we’ll thoroughly train and regularly educate.

It’s time to make your business more profitable by building a high-quality team at an affordable cost.

We have 2 full time 5ELK team members and they work together so well to bring value to our business. They learn quickly and complete the work we require to a high standard. They are lovely people and very enthusiastic about their job. I believe communication is very important when offshoring work and we talk to our 5ELK team via Zoom most days so that we all feel part of one team working together to service our clients needs.

Tanya Oddo

Steps Financial

Challenge #3

Overtime & Overwhelm

Those long work hours catch up with everyone eventually.

If you and your current staff are feeling the pressure and becoming disengaged, we can help you expand your team without breaking your budget.

The 5 ELK difference is that we train your staff and check in regularly to see how our team can be even more effective for your business.

We would not be able to cope without our three amazing girls working for us through 5 ELK… they have truly changed the way we run our business. The possibilities will be endless with what you and your business can achieve with their assistance!

Dannae Woolman

Hillross Horsham

Trusted Australian and UK financial services BPO

Here are 21 jobs that your onshore team should no longer be doing

Are you trying to understand what types of tasks a 5 ELK team member could help your business with? Here are 21 jobs that our Filipino team are doing for businesses like yours each day.

We’re 5 ELK

We help financial services businesses like yours to build a high-performing offshore team.

Drawing from our own industry expertise, we help you hire, train and manage your offshore team, so you can create a more efficient, profitable business.

More About Us

Why Choose 5 Elk

Our financial services outsourcing service is tailor-made to solve your problems.

Industry Experts

Our operators have worked in the finance industry for decades.

Start with the Foundations

We start at the beginning to help you implement time-saving processes.

Keep Information Secure

All staff follow strict security measures to protect you and your clients.

We Train Your Staff

This is not a plug and play solution; we are a very hands-on team.

Scale Your Business

Grow rapidly and start earning the profits that you really deserve.

Free Your Time

Step away from the endless pressure of running your financial services business.

Book A Chat

Curious About Offshoring?

Find out all you need to know in our Offshoring Toolkit.

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CLIENT STORIES

Our financial services business clients are all unique but they have one thing in common; building their team with 5 ELK was one of the best business decisions they’ve ever made! You can read some of their stories below.

Our team with 5 ELK enable our processes to operate smoothly, with tasks that don’t require face to face contact completed quickly and efficiently. 5 ELK remove the uncertainty involved with hiring staff by handling recruitment, motivation, training, healthcare, payroll, security, team-building, holidays and IT infrastructure. I highly recommend 5 ELK to enhance your business processes, increase your profit and reduce your stress.

Nick Girle

CommonCents Financial Planning

We had heard about the benefits of offshoring and specifically 5 ELK, and somehow 5 ELK managed to exceed the expectations that we had of them. They are the epitome of a well-oiled machine, delivering an incredible client experience. We would give 6 stars out of a possible 5 if we could.

Leong Tang

Callaghans

We have 2 full time 5ELK team members and they work together so well to bring value to our business. They learn quickly and complete the work we require to a high standard. They are lovely people and very enthusiastic about their job. I believe communication is very important when offshoring work and we talk to our 5ELK team via Zoom most days so that we all feel part of one team working together to service our clients needs.

Tanya Oddo

Steps Financial

We have been blown away by the services of 5Elk. From the first contact through to finding a team member that was a perfect fit for our business. Five stars from us!

Traci Bartlett

FM Mahar Financial Planning

I am completely loving the outsourcing solution offered by 5 ELK. They recruited and trained a lovely new team member for me who has now taken over many of the tasks and at a fraction of the cost, allowing me to put on a new adviser to further grow my business. They took all the pressure of training off me and found someone that truly suits how we do business. The ongoing education options for the staff is also brilliant and super helpful. I can’t recommend Danielle and the team enough.

Amanda Cassar

Wealth Planning Partners

We would not be able to cope without our three amazing girls working for us through 5 ELK… they have truly changed the way we run our business. The possibilities will be endless with what you and your business can achieve with their assistance!

Dannae Woolman

Hillross Horsham

We have been amazed by the level of detail and knowledge that Danielle has regarding what goes on in a Financial Planning business. This is helping us immeasurably in focusing on the services that our clients want and to also improve our team within our office.

Tyrone Wiseman

Wiseman Financial Services

We couldn’t recommend 5ELK highly enough. The culture within the 5ELK team is extremely professional. Above all, the staff members are happy and are clearly well supported in their working environment. We could not hope to replicate the level of training that is provided to our off-shore staff members for the roles that they perform. We will be working with 5ELK for many years to come.

Tim Henry

Aspire Planning

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WE HELP FINANCIAL SERVICES BUSINESSES BUILD THEIR OWN OFFSHORE TEAM

Stop working such long hours
and start growing your profits!